Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Episode 112: Talking x86 and Intel's Future W...

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Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and techno ...  Show more

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the sem ...  Show more

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